Академический Документы
Профессиональный Документы
Культура Документы
Activity Guide
D73912GC10
Edition 1.0
February 2012
D76167
This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and
print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way.
Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display,
perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization
of Oracle.
The information contained in this document is subject to change without notice. If you find any problems in the document, please
report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not
warranted to be error-free.
Restricted Rights Notice
If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United
States Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS
The U.S. Governments rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted
by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.
Trademark Notice
Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective
owners.
Author
Gowri Arur
Technical Contributors and Reviewers
Bob Oganovic, Leanne Wilborn
This book was published using:
Oracle Tutor
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Table of Contents
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Preface
Oracle Publications
Title
Read-me files
Oracle Magazine
Part Number
E13521-03
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Related Publications
Initial cap
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Arrow
Brackets
Commas
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Plus signs
Key combinations
Italic
Quotation
marks
Uppercase
Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
Do not save changes to the database.
For further information, see Oracle7 Server SQL Language
Reference Manual.
Enter user_id@us.oracle.com, where user_id is the
name of the user.
Select Include a reusable module component and click Finish.
This subject is covered in Unit II, Lesson 3, Working with
Objects.
Element
Example
Copyright Oracle 2012. All rights reserved.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Typographic Conventions
Oracle Forms
triggers
Column names,
table names
When-Validate-Item
Passwords
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
3.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab
In the navigation frame of the help system window, expand the General Ledger entry.
2.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Caps and
lowercase
Lowercase
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
3.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Chapter 1
Chapter 1 - Page 1
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Chapter 1 - Page 2
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Chapter 1 - Page 3
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Objectives
Chapter 1 - Page 4
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Setup for the R12.x Oracle Time and Labor Fundamentals Course
Chapter 1 - Page 5
Overview
Before students begin working on the practices and demonstrations in this course, instructor
must complete the following steps.
Assumptions
Tasks
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Verify that the Cost Reimbursable project is available in the year that this course is
taught
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Verify that the Vision HR Weekly Payroll is Available in the Year that this Course
is Taught
28.
29.
30.
31.
32.
33.
34.
35.
36.
Verify that the Cost Reimbursable Project is Available in the Year that this Course
is Taught
The practices and demonstrations in this courseware use the predefined Cost Reimbursable
project. Ensure that this project is available in the year that this course is taught.
Projects, Vision Services (USA)
37. Log on as SERVICES/welcome user.
38. Navigate to the Find Projects window.
(N) Projects
39. Select Projects in the Search For field.
40. Select Cost Reimbursable in the Name field. This project is assigned to Services-East.
41. Click Find. The Projects, Templates Summary window opens.
42. Click Open.
43. Notice the Trans Duration date, which, by default is 24-FEB-1997 to 31-MAR-2012.
44. Change the Trans Finish Date to 2020 or extend it to the teach year.
Assign Project Manager
45. In the Option Name region, select the Key Members option and click Detail. The Key
Members- Cost Reimbursable window opens.
46. Click in an empty row and select Hamilton, Ms.Anne Number 37.
47. Select the Project Manager role.
Note: If Anne is assigned as a project manager for different time periods, then verify the
last To Date. When you assign Anne as the project manager for the relevant time period,
Copyright Oracle, 2012. All rights reserved.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
55.
56.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
48.
49.
50.
51.
52.
53.
54.
the From date must be the next day after the last To date. For example, if the last To
date is 31-MAR-2012, then the next assigned period starts from 01-APR-2012.
In the From Date enter 01-APR-2012 and 31-MAR-2020 or the teach year as the To date.
Save your work.
Close the Key Members window.
Scroll to the Options region.
Select Tasks.
Click Detail. The Tasks window opens.
Change the Trans Finish Date for the tasks and subtasks to make them available for the
teach year.
Note: Click the + sign for 1.0 and 1.1 tasks to change the Trans Finish date for sub tasks
too.
Click OK in the Caution window.
Save your work.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Chapter 1 - Page 10
Overview
In this demonstration, you learn how to enter and approve timecards. In subsequent practices
and demonstrations in this course, you will:
Learn to configure OTL
Setup time structure policies for Oracle Time and Labor Rules (OTLR)
Transfer payroll and project timecards
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Log out.
Log on as BERICKSO/welcome and approve the timecard.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
8.
9.
Overview
In this demonstration, we will see how Absence Management is integrated with Oracle Time and
Labor. The integration:
Enables seamless integration between Oracle Human Resources absence
management and Oracle Time and Labor.
Provides timecard with details of absences while entering time.
Provides the ability to update absences on the timecard thus eliminating the need to
navigate multiple windows.
Leverages the common applications calendar work schedules.
This demonstration uses the Vision database, where OTL and HR Absence integration is setup.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
This topic provides you with the general business scenario for AB Shoes that lies behind the
demonstrations and labs for Implementing Oracle Time & Labor. This information helps you see
the individual labs in the context of a complete business operation and helps you to understand
how the labs are designed. While there may not be a true AB Shoes Corporation defined within
Oracle Time & Labor, this case study will give you the feel of a real business and the labs are
associated to this corporation as defined in this business scenario.
Business Scenario - Company Profile
AB Shoes Corporation is a division of AB Inc. - a diversified multinational corporation with
operations in manufacturing, retail, finance, consulting, and entertainment industries.
AB Shoes has its US Regional Headquarters in New York. AB Shoes Corp. has purchased
Oracle Time & Labor and now wants to implement the system to support all of its global and
local operations.
AB Shoes Corp
AB Shoes maintains a central warehouse and distribution center in Wisconsin that supplies
shoes and leather goods to all other AB locations. All employees at AB Shoes must enter a
timecard in order to be paid. Additionally, warehouse inventory is tracked by Oracle Projects.
Compensation
Warehouse employees are project based and enter time according to the task or job they are
doing. Project time is entered weekly. If any changes are made to the project number, task
number or type after the timecard has been submitted, then the Projects administrator must be
notified. All warehouse employees work for the warehouse supervisor, who must approve all
timecards.
Warehouse Employee Requirements:
1. The type of approval in the Approval Style must be HR Supervisor.
2. You must create alternate names for the Expenditure Element alternative names type if you
use Projects with Payroll layout. Associate these alternative names with the users of the
layouts using the Timecard Alternate Names preference.
3. To use Oracle Projects, you must use the Projects Default Preferences. Create an eligibility
rule for this branch.
4. You must ensure all warehouse employees have a value for the following preferences:
Application Set, Retrieval Rule Groups, and Timecard Alternate Names (for workers who
use the predefined Payroll, Exception or Projects with Payroll timecard layouts).
5. Application Set and Retrieval Rule Groups must be assigned the same value.
Retail Employee Requirements:
Retail employees enter time in and time out. They work one of two shifts, which rotate every two
weeks. If an employee works over 8 hours per day, the next 2 hours are paid at 1.5 x their
hourly rate, and all remaining hours are paid at double-time. If an entry is made on a timecard in
error, they are required to discuss the issue with their store manager. The shifts are as follows:
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
The Autogen Hours field is set to Yes in the Assignment Time window
The preference OTL Rules Evaluation set to Yes, with HR or Payroll selected in the
Approval Rules for Rules Evaluation segment of this preference.
Define time entry rules to set the scope of late and audit criteria
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
The store manager approves the timecard for the respective store.
6. You must create Alternate Names for the Element alternate names type if you use the
Payroll layouts. Associate these alternative names with the users of the layouts using the
Timecard Alternative Names preference.
7. To enable workers to use the Work Schedule template, make sure they have:
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Implementation Options
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Chapter 1 - Page 19
Overview
In this practice, you will define Recurring Time Periods. Recurring Time periods are used as
approval periods and to determine time entry periods. You must define your recurring periods
prior to defining your approval periods. All your employees will use the Weekly Starts Monday
as the recurring period
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Define Recurring Periods
Recurring Periods are used as approval periods and to determine time entry periods. You must
define your recurring periods prior to defining your approval periods. All your employees will
use the Weekly Starts Monday as the recurring period.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
In this practice, you will define Time Entry Rules using Formulas and Mapping and assign these
Time Entry Rules to a Time Entry Rule Group.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Define Time Entry Rule using Period Maximum Formulas
Warehouse employees will use a time entry rule using the period maximum formula to
determine if they work over 40 hours in a 2 week period. You need to ensure the time and labor
data is validated at the time of submission and resubmission. Warehouse employees will also
have a recurring time period equal to Weekly starts Monday.
Define Time Entry Rule using Mappings
Warehouse employees will also require a time entry rule using mappings at the time of
submission/resubmission for projects retrieval processing.
Define Time Entry Rule Groups
Once you have defined your time entry rules, you will need to group these rules together in a
time entry rule group. The rule grouping will produce an error is any of the time entry rules are
broken.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Practice - Defining Time Entry Rules and Time Entry Rule Groups
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Solution - Defining Time Entry Rules and Time Entry Rule Groups
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Chapter 1 - Page 24
Overview
In this practice, you will define approval periods. Approval periods control when timecards are
submitted for approval by each application.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Define Approval Periods
Your approval period for Oracle Projects (Warehouse employees) and Oracle Payroll (Retail
employees) are defined as Weekly Starts Monday.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
6.
7.
Recurring Period
Projects
Payroll
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
In this practice, you will define approval styles to determine who approves the workers
timecards for each recipient application. Approvers could be a named individual, supervisor,
more than one person in a workflow, or any other rules defined using a formula.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Define Approval Styles
Approval Styles are used to alert the approver when timecards are waiting to be approved. The
approval style defines who approves the timecards for each recipient application. The approval
style also defines which data needs to be approved for each application, and which data
changes require resubmission.
Warehouse employees will need an approval style to alert the warehouse supervisor when
timecards are waiting to the approved as well as notification of when project, task, and or type
information has been changes.
Retail employees will need an approval style to alert the store manager that timecards are
waiting to be approved.
Corporate employees are not required to have timecards approved. To accomplish this, you will
create an approval style for auto approve for all corporate employees
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Type
Sequence
Projects
HR Supervisor
10
Payroll
HR Supervisor
20
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
28. Tab to the Approval Style Components region and select Payroll as the Application, Auto
Approve for type of approval, and 10 as the sequence.
29. Save your work and close the window.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Chapter 1 - Page 30
Overview
In this practice, you will learn how to create and link elements for time and labor entry. Elements
are essential compensation and benefit components that represent earning types.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
This practice covers only the required steps for performing this task.
Tasks
Create Elements
1. Create and link the following elements for use in OTL:
Overtime Pay
Doubletime Pay
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Units
Sequence
Hours
Hours in Decimal
Pay Value
Money
User Enterable
Database Item
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Units
Sequence
User Enterable
Database Item
Multiple
Number
Rate
Number
Rate Code
Character
Jurisdiction
Character
Default
default
default
Deduction
Processing
Character
Default
default
default
Separate
Check
Character
Default
default
default
26. Uncheck the Required check box for both Deduction Processing and Separate Check
input values if required.
27. Choose the input value and uncheck the Required check box. Save your work as correction
respectively.
Modifying Double Time Pay Earning
28. Query your earnings element, Double Time PayXX.
29. Ensure the Multiple Entries Allowed and Process in Run check boxes are checked.
30. Choose the Input Values button.
31. Verify that there are Input Values called Hours, Pay Value, Multiple, Rate and Rate Code.
In US, you also require Jurisdiction, Deduction Processing, and Separate Check.
Name
Units
Sequence
User Enterable
Database Item
Hours
Hours in Decimal
Pay Value
Money
Multiple
Number
Rate
Number
Rate Code
Character
Jurisdiction
Character
default
default
default
Deduction
Processing
Character
default
default
default
Separate
Check
Character
default
default
default
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Name
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
32. Uncheck the Required check box for both Deduction Processing and Separate Check input
values if required.
33. Choose the input value, uncheck the Required check box, and save as Correction.
34. Save your work as correction respectively and close the window.
Overview
In this practice, you will enter the element time information necessary to use elements with your
structures and policies for OTLR. Additional element information entry various based on the
earning category assigned to the element. For example, regular pay elements only require an
earning category. Shift elements, and overtime elements require the entry of earning category,
premium type, premium amount and processing order.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Entering Element Time Information
Element Time Information is required for any elements used with structures and policies. You
need to specify overtime for the earnings type, and enter the factor/multiple to indicate the rate
of pay for overtime, and double time. Processing Order for both overtime and double time
elements should be equal to 15, so you can use these elements in your premium eligibility and
interaction policies.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Value
Earning Category
Overtime Earning
Premium Type
Factor/Multiple
Premium Amount
2.0
Processing Order
15
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
In this practice you will create Element Sets. If you have Oracle HR or Payroll retrieval rules,
you define Element Sets to specify the elements to be fed to Oracle Time & Labor. You can
select individually all the elements you require, or select a whole classification.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Creating Element Sets
If you have Oracle HR or Payroll retrieval rules, you define Element Sets to specify the elements
to be fed to Oracle Time & Labor. You can select individually all the elements you require.
You need to include Overtime Pay and Double Time Pay earning elements in an element set for
retail employees.
Corporate employees will need to have vacation, sick time and jury duty earning elements in
their element set.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Chapter 1 - Page 39
Overview
In this practice, you run the Generate Flexfield and Mapping Information process. The time store
holds elements, key flexfields, projects, and projects descriptive flexfields in the OTL Information
Types descriptive flexfield (the timecard). The Generate Flexfield and Mapping Information
process creates the context and segments in this flexfield to hold the element, key flexfield, and
projects information you want to store. The process creates a context for each element and key
flexfield, and a segment for each element input value and key flexfield segment. You run the
Generate Flexfield and Mapping Information process during implementation and later if you
change the elements, element input values, key flexfield information, or projects information that
you want to hold in the time store.
After running the Generate Flexfield and Mapping Information process, you must review the
segments that this process has generated in the OTL Information Types flexfield. These
segments hold the element input values and flexfield segments in the time store. You can
choose which segments to enable and display.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Run the Generate Flexfield and Mapping Information process and review the segments
generated by this process.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
This demonstration reviews the Mapping and Mapping Components used in Oracle Time &
Labor.
This demonstration illustrates mapping and mapping components. Each deposit and retrieval
process refers to a mapping. The mapping defines the set of timecard fields that the process
deposits or retrieves, and where these are held in the time store. The fields are defined as
mapping components. There are predefined mappings for the predefined processes.
Using the AB Shoes business scenario, we do not have a need to define new fields to be
captured by Oracle Time & Labor. Therefore, we will not need to define new contexts and
segments for the OTL Information Types description flexfield.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
This demonstration reviews the Retrieval and Deposit Processes used within Oracle Time &
Labor. This demonstration illustrates the retrieval processes delivered with Oracle Time &
Labor. A retrieval process defines the data that a recipient application can retrieve from the time
store. There are predefined retrieval processes for Oracle Human Resources, Oracle Projects,
and Oracle Payroll.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
This demonstration illustrates the retrieval rules delivered with Oracle Time & Labor. Retrieval
rules determine the approval status that data must achieve before the process can retrieve it.
You can review the retrieval rule Projects and Payroll Approved. This rule indicates that
Oracle Projects and Oracle Payroll both require data to be approved before it can be retrieved.
For retail and corporate employees, you can review the retrieval rule Payroll. This rule
indicates that Oracle Payroll requires data to be approved before it can be retrieved.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Chapter 1 - Page 45
Overview
Using Alternate Names, you can configure lists of values on a timecard layout. You can rename
values displayed in a list of values, or limit the display of values for a specific field on a timecard.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Defining Alternate Names
Using Alternate Names, you can configure lists of values on timecards. You may wish to change
the name of an element, limit the display of values in a list, or derive the value of a field from the
value in another field.
Warehouse employees will need to use alternate names to derive the expenditure type from the
entry of a project.
Retail employees do not need to see vacation, sick or jury duty in their list of values because
they do not get paid for these hour types. However, they will need to have overtime pay and
double time pay elements in their list of values.
Corporate employees should see elements with the name regular pay, sick pay, jury duty and
vacation.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Payroll Element
Enabled
Overtime Pay
Overtime PayXX
Checked
Checked
Checked
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Alternate Name
Payroll Element
Enabled
Sick Pay
Checked
Jury Duty
Checked
Vacation Pay
Checked
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
You will create three separate employees to use throughout your remaining labs. You will
assign preferences to these employees, and enter time and labor data for each employee.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Defining an Employee
You will define a retail employee, a corporate employee, and a warehouse employee to use for
the remaining labs. Within this lab, you will define all necessary information to successfully
define an employee with HRMS. Select Bennett, Mr. Terrence G (Terry) as the supervisor of
the corporate employee. Select the corporate employee as the supervisor of retail and
warehouse employees.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
42.
43.
44.
45.
46.
47.
48.
49.
50.
51.
52.
53.
54.
55.
56.
57.
58.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
33.
34.
35.
36.
37.
38.
39.
40.
41.
72.
73.
74.
75.
76.
77.
78.
79.
Value
Organization
Services-East
Job
PCN500.Principal Consultant
Grade
200.2.East
Payroll
Vision HR Weekly
Status
Active Assignment
Assignment Category
Fulltime-Regular
Location
M2- Boston
Note: When you are asked to choose an option, select Correction. Cancel on the People
Group flexfield popup.
Choose the Supervisor tab and select XXCorporate as the supervisor.
Select the Statutory Information tab.
In the Government Report Entity, select Vision Corporation.
In the Timecard Required field, select Yes.
Choose OK to close the GREs and other data window.
Write down the number for your XXWarehouse employee_________.
Save your work.
Close the window.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
You need to create application users and assign responsibilities in order to enter timecard on
the Self-Service timecard page.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Creating Application Users
Using your System Administrator responsibility, you need to create application users for your
retail, corporate and warehouse employees.
Corporate Employee
US Education OTL
Self Service
Retail Employee
US Education OTL Self Service
Warehouse Employee
OTL, Vision Services (USA)
US Super HRMS
Manager
System Administrator
Projects, Vision
Services (USA)
Workflow User Web
Application
Mass Timecard
Approval
US OTL Application
Developer
US OTL Administrator
OTL Super
Timekeeper
US Time and Labor
Rules Manager
Testing you User Sign-On
Once you have created your application user for your three employees, you will need to test
your newly created users.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
Manager Self-Service
US OTL Administrator
OTL Super Timekeeper
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Preferences define many rules about how individuals or groups of workers use the Oracle Time
& Labor. Preferences hold rules for the time store and about self service timecard.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Defining Preferences
You had to define various rules for each group of employees within the corporation. Now you
must assign the rules to the groups of employees via Preferences. Oracle Time & Labor
includes default preferences with predefined values. However, you have created various rules
for 3 groups of employees. You will need to create a new hierarchy containing the preferences
for which you want to specify a different value.
Defining Eligibility Criteria
You will assign the newly created preferences to your employees using the eligibility criteria tab.
Viewing People Preferences
Once you have defined your new preferences, and linked these preferences to your employees,
you can view the preferences using the People tab.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
- Preference Tree
-XXWarehouse Employees
+ XXW Append Template
Note: To ensure the correct result, close the window.
Highlight (or select) XXW Append Template. Make sure XXW Append Template is
defaulted in the Name in Tree field. At this time, the Preference field becomes dataenterable.
In the Preference field, select Self Service Functionality to Append Templates on Timecard
on the timecard.
Click the Preference Values field. Enter the corresponding value within the values flexfield
for each preference. (For example, Allow Append Functionality = Yes).
Choose OK to close the OTL Preferences popup window.
Check the Editable by user? check box and the Displayed to user check box is
automatically selected.
14.
15.
16.
17.
18.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
- Preference Tree
-XXWarehouse Employees
+ XXW Append Template
23.
24.
25.
26.
27.
28.
29.
Name in Tree
Preference
Preference Values
XXW Approval
Periods
Approval Style =
XXWarehouse Approval
XXW Disconnect
Mode
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
19. To create the next preference for the XXWarehouse Employees branch, highlight (or select)
the XXWarehouse Employees node. Make sure XXWarehouse Employees is defaulted
in the Name in Tree field. Right-click and select New.
20. In the Name in Tree field, enter XXW-Application Set for the preference. At this time, the
Preference field is not data-enterable.
21. Save your work.
22. Verify the result as follows:
Preference
Preference Values
Save as Template on
Timecard = Yes
XXW Template
Functionality
XXW Timecard
Alternate Name
XXW Timecard
Periods
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Name in Tree
Name in Tree
Preference
Preference Values
XXR Timecard
Alternate Name
XXR Timecard
Periods
XXR UOM
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
31. Create a preference tree node called XXRetail Employees and add the following
preferences.
Name in Tree
Preference
Preference Values
XXC Timecard
Alternate Name
XXC Timecard
Periods
XXC Timekeeper
Layout
Note: Timekeeper preferences will be used for subsequent practices in the course.
Copyright Oracle, 2012. All rights reserved.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Name of the
Rule
Name of Branch
Link by
Linked to
Precedence
Start
Date
XXWarehouse
Eligibility
XXWarehouse
Employees
Person
XXWarehouse nnn
employee
name
01-Jan2009
XXRetail
Eligibility
XXRetail
Employees
Person
XXRetail
employee
Name
nnn
01-Jan2009
XXCorporate
Eligibility
XXCorporate
Employees
Person
XXCorporate
employee
name
nnn
01-Jan2009
36. In the Precedence field, enter the available number as given by your instructor. The
Precedence field determines which hierarchy the applications uses when a person is
eligible for more than one set of Preferences.
Note: XXX will be assigned to you by the instructor. Write down the Precedence number
in the space provided.
Team
01
Corporate
110
Team
Retail
111
XXCorporate
Warehouse
112
XXRetail
XXWarehouse
01
110
111
112
02
120
121
122
03
130
131
132
04
140
141
142
05
150
151
152
06
160
161
162
07
170
171
172
08
180
181
182
09
190
191
192
10
200
201
202
11
210
211
212
12
220
221
222
13
230
231
232
14
240
241
242
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
XXCorporate
XXRetail
XXWarehouse
15
250
251
252
16
260
261
262
17
270
271
272
18
280
281
282
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Team
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Chapter 1 - Page 64
Overview
Holiday calendars are used as a reference tool to determine paid and unpaid holidays, as well
as automatically generate a detail time entry line item with the correct number of hours. Holiday
calendars also validate the hours taken for a specific holiday are entered correctly.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Defining Holiday Calendars
You will create two separate holiday calendar. Corporate employees are paid for Public
holidays. To accomplish this, you can create a holiday calendar and define the public holidays
observed.
Retail employees do not receive holiday pay for public holidays. However, you will need to
create a holiday calendar with zero hours for all retail employees.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Holiday Date
Number of Hours
02-Apr-2010
8.5
31-May-2010
8.5
25-Nov-2010
8.5
Thanksgiving Friday
2010
26-Nov-2010
8.5
22-Apr-2011
8.5
30-May-2011
8.5
04-Jul-2011
8.5
24-Nov-2011
8.5
Thanksgiving Friday
2011
25-Nov-2011
8.5
26-Dec-2011
8.5
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Holiday Date
Number of Hours
02-Apr-2010
31-May-2010
25-Nov-2010
Thanksgiving Friday
2010
26-Nov-2010
22-Apr-2011
30-May-2011
04-Jul-2011
24-Nov-2011
Thanksgiving Friday
2011
25-Nov-2011
26-Dec-2011
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
15.
16.
17.
18.
19.
20.
Overview
Shifts, Work Plans, and Rotation Plans are defined for time and labor entry. Shifts define
periodic work schedule based upon schedule start and stop times or a specific number of hours.
You must define shifts before you can define work plans and rotation plans.
Work plans are used in the autogeneration of hours for employees and for the calculation of Day
Premium and Shift Differential Premium overrides. Once your shifts have been defined, you
can use them to define a work plan for each group of employees/
Rotation Plans link various Work Plans together on a rotating basis. You can schedule dates
when a person moves from one work plan to another. With the shifts assigned to a work plan,
you can create rotation plans.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Defining Shifts
Retail employees can work one of two shifts. Corporate employees are scheduled to work from
8:00am to 5:30pm. You will need to create a 9.5 hour work day for all corporate employees.
The shifts should be defined as follows:
Shift Name
Start Time
Stop Time
Shift 1
0900
1800
Shift 2
1200
2100
Day Schedule
Hours
9.5
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Defining Shifts
Responsibility = US OTL Application Developer
1. Log on as HRMS/welcome user.
2. Navigate to the Shift window.
(N) OTL Time Accounting > Table Setup and Maintenance > Shift
3. Set your effective date to 01-Jan-2009.
4. Enter the following information.
Name
5.
6.
Description
Start
Stop
XXShift 1
XXMorning Shift 1
0900
1800
XXShift 2
XXAfternoon Shift 2
1200
2100
XXDay Schedule
XXCorporate Shift
Hours
9.5
The Early Start and Late Stop fields are optional. These fields are generally entered if
you wish recognize a period prior to and after the start and stop times to allow all people
working that shift to clock in and clock out with no additional time being generated.
Save your work.
Close the window.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Start Date
28-Dec-2009
11-Jan-2010
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
The Work Shifts region of the window will automatically be populated with the 7 days of
the week with OFF as the shift.
20. Select XXShift 2 from the Name field for Monday.
21. Continue to select XXShift 2 for Tuesday Friday.
22. Save your work.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Chapter 1 - Page 72
Overview
Earnings group identifies various earning types that are included in accumulation of hours used
for calculating weekly overtime limits defined on the earning policy. Multiple earning groups
may need to be defined for various groups of employees or legislative requirements. When a
defined number of hours are met for an earning group, overtime hours will be created.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Defining Earning Groups
You will only need to define one earning group. This earning group should contain your regular
pay, holiday pay and jury duty elements.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
8.
9.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Hour Deduction policies establish hour much time, if any, should be automatically deducted as
unpaid time from the employees recorded hours. When defining an hour deduction policy, you
can identify criteria of specific hours worked that must be met before deduction is taken. This
eliminates the need to record in and out times for breaks and meals.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Defining an Hour Deduction Policy
Retail employees clock in and out for meals. There is no need to create an hour deduction
policy for this group of employees. However, corporate employees get a one-hour break
without clocking in and out during the day. To achieve this, you can create an Hour Deduction
Policy for all corporate employees.
Define the hour deduction policy to deduct 1 hour for a meal after 8 hours have elapsed.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Shift Differential policies when a shift premium (differential) is calculated, and what premiums
are to be paid based upon shift start and stop times. You can specify specific earning types for
different shift premium, and define carryover time from prior shifts.
Premium Eligibility policies list all premiums associated with the base hours that specific
employees or groups of employees are eligible to receive. Eligibility does not necessarily mean
an employee will automatically receive a premium. This is based upon time ranges, actual time
worked, and applicable pay rules.
Premium Interaction policies define sequencing rules when calculation of one type of premium
is based upon results of a previously calculated premium. You can specify dependency of one
premium calculation to another and the order in which they should be processed.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Defining Shift Differential Policies
Retail employees may be eligible for shift differential premium when they work the second shift
and all types of overtime. You can create a shift differential policy to pay this premium for this
group of employees.
Defining Premium Eligibility Policies
Since you will create a shift differential policy for retail employees, you will need to create a
premium eligibility policy to determine when these employees are eligible to receive this pay.
Defining Premium Interaction Policies
With the creation of the shift differential policy and premium eligibility policy for retail employees,
you must also create a premium interaction policy to determine the calculation of pay between
the Shift Diff Pay and all types of overtime premium.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Start
12:00
Stop
21:00
Carryover
00:00
If time is entered in the Carryover field, it is an indication that the assigned shift differential
premium is to be paid for the carryover time when an employee continues to work.
7. Save your work.
8. Close the window.
Defining a Premium Eligibility Policy
9. Navigate to the Premium Eligibility window.
(N) OTL Time Accounting > Policies > Premium Eligibility
10. Set your effective date to 01-Jan-2009.
11. Enter XXSecond Shift Eligibility Policy in the Name field.
12. Enter a short description for this Premium Eligibility Policy.
13. Select Overtime PayXX in the Base Hours Type field.
14. Select OTL Shift Pay in the Authorized Premium field.
15. Save your work.
16. Select Double Time PayXX in the Base Hours Type field.
17. Select OTL Shift Pay in the Authorized Premium field.
18. Save your work.
19. Close the window.
Defining Premium Interaction Policies
20. Navigate to the Premium Interaction Policy window.
(N) OTL Time Accounting > Policies > Premium Interaction
21. Set your effective date to 01-Jan-2009.
22. Enter XXSecond Shift Interaction Policy in the Name field.
23. Enter a short description for this Premium Interaction Policy.
24. Select OTL Shift Pay in the Premium field.
25. Select Overtime PayXX in the Interactive Premium field.
26. Select Include in the Include/Exclude field.
Copyright Oracle, 2012. All rights reserved.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Earning Policies consolidate many previously defined structures and policies together to
generate the various pay rules enforced for an assignment. An earning policy must be defined
for each of the different pay policies within the organization.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Defining Earning Policies
Retail employees are eligible to receive overtime pay and premiums while corporate and
warehouse employees are not. You will need to create an earning policy for the retail
employees to generate the overtime pay for hours worked in excess of 8 hours a day. You will
also need to create an earning policy for corporate employees to receive Holiday Pay.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Type
Earning Type
Hours
Daily Base
Overtime over 8
Hours
Overtime PayXX
10
Double Time
PayXX
999
Holiday Premium
(worked)
OTL Holiday
Premium
999
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Name
Type
Earning Type
Hours
Weekly Base
999
Holiday Premium
(worked)
OTL Holiday
Premium
999
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
23. Scroll to the Daily/Weekly Base and Overtime Rules region and enter the following
information.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Chapter 1 - Page 83
Overview
After setting up of structures and policies is complete, the next step is association of applicable
rules to each employees assignment. Rule information is entered into the Additional Time
Information window.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Assigning Structures and Policies to an Employee
You will need to associate the rules to the retail and corporate employees. Both groups of
employees will need to have the autogeneration flag set to Yes.
Corporate employees will have the ability to enter their timecard using the self service timecard
page and enter exceptions if needed from the Time Accounting Timecard window.
Retail employees will have their timecard automatically generated using the Oracle Time &
Labor Rules defined. Time Entries can be reviewed directly from the Time Accounting Timecard
window and enter exceptions as necessary.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Instructor Task
Running the Person/Assignment Table List
Your instructor runs this report to view policies assigned to employees. Use this report to check
the time management structures and policies assigned to people. This report lists employees,
status, their assignments, payroll, and assigned policies.
18. Navigate to the Submit Request window.
(N) Processes and Reports > Submit Processes and Reports
19. Select Single Request and choose OK.
20. Select Person/Assignment Table List in the Name field. This report does not have any
parameters.
21. Click Submit to run the process.
22. Next, review the report generated by this process. Click View Output View Requests >
Requests window.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
This folder provides you the ability to review all structures and policies assigned to an employee
in one central location. You can view clean and concise information for employee support, as
well as have the ability to query employees based on specific structure or policy information.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Viewing Employee Assignment Information Folder
Here you will query any of your defined employees by entering the Full Name, Assignment
Number or Employee Number. You can also query an employee using one of the policies or
structures you created.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Once the query is complete, the employees Assignment detail information appears
automatically.
You can also query all employees based on other assigned criteria, such as Payroll,
Business Group, Organization or any of the Policies and Structures you created.
Query on any field you wish to view data for employees.
5.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
This practice reinforces your ability to understand the Automatic Timecard Generation process.
This process is supplied for consistency with earlier releases of Oracle Time Management. If
you are using self service timecards with Oracle Time & Labor, you do not need to run this
process. Workers auto generate their own timecards when they select the Work Schedule
template.
Note: But if you still do not want the employees to use Self Service timecard and select the
Work Schedule template, then you can use Automatic Timecard Generation, but you will not be
able to see the automatically generated timecard in Self Service or Timekeeper, it will be shown
only in PUI window. The PUI window is used to review and edit timecards that have been auto
generated from schedule information or transferred from Self-Service by the Transfer Time
From OTL to BEE process. You can use this window to make corrections or enter exceptions.
However, be aware that the information an employee sees in Self-Service will then differ from
the information transferred to BEE from this window.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
You will autogenerate timecards for the Corporate and Retail employees at the beginning of the
pay period.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Each student will be assigned a pay period and will generate timecards for ALL
employees in that pay period.
PC#
Time Period
01
1 2011 Week
27-DEC-2010
02-JAN-2011
02
2 2011 Week
03-JAN-2011
09-JAN-2011
03
3 2011 Week
10-JAN-2011
16-JAN-2011
04
4 2011 Week
17-JAN-2011
23-JAN-2011
05
5 2011 Week
24-JAN-2011
30-JAN-2011
06
6 2011 Week
31-JAN-2011
06-FEB-2011
07
7 2011 Week
07-FEB-2011
13-FEB-2011
08
8 2011 Week
14-FEB-2011
20-FEB-2011
09
9 2011 Week
21-FEB-2011
27-FEB-2011
10
10 2011 Week
28-FEB-2011
06-MAR-2011
11
11 2011 Week
07-MAR-2011
13-MAR-2011
12
12 2011 Week
14-MAR-2011
20-MAR-2011
13
13 2011 Week
21-MAR-2011
27-MAR-2011
14
14 2011 Week
28-MAR-2011
03-APR-2011
15
15 2011 Week
04-APR-2011
10-APR-2011
16
16 2011 Week
11-APR-2011
17-APR-2011
17
17 2011 Week
18-APR-2011
24-APR-2011
18
18 2011 Week
25-APR-2011
01-MAY-2011
Only highlight the Time Period for your PC #. It is easy to confuse the PC # with the Time
Period number.
Submitting the Autogenerate timecard process for Corporate and Retail Employees
Responsibility = US OTL Application Developer
1. Log on as HRMS/welcome user.
2. Navigate to the Submit Request window.
(N) Process and Reports > Submit Requests
3. Select Single Request and click OK.
4. In the Name field, select Automatic Time Card Generation.
5. Click the Parameters field to open the Parameters window.
6. In the Payroll Name field, select Vision HR Weekly.
7. In the Time Period field, select your assigned Time Period.
8. In the Batch Reference field, enter XX-AUTO1.
Copyright Oracle, 2012. All rights reserved.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
DOW
Hours
In
Out
Hours
Type
Mon
8.5
OTL
Regular
Pay
Tue
8.5
OTL
Regular
Pay
Wed
8.5
OTL
Regular
Pay
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
9.
10.
11.
12.
13.
14.
DOW
Hours
In
Out
Hours
Type
Thu
8.5
OTL
Regular
Pay
Fri
8.5
OTL
Regular
Pay
DOW
Hours
In
Out
Hours
Type
Mon
1200
2000
OTL
Regular
Pay
Mon
2000
2100
Overtime
PayXX
Mon
2000
2100
OTL Shift
Pay
Tue
1200
2000
OTL
Regular
Pay
Tue
2000
2100
Overtime
PayXX
Tue
2000
2100
OTL Shift
Pay
Wed
1200
2000
OTL
Regular
Pay
Wed
2000
2100
Overtime
PayXX
Wed
2000
2100
OTL Shift
Pay
Thu
1200
2000
OTL
Regular
Pay
Thu
2000
2100
Overtime
PayXX
Thu
2000
2100
OTL Shift
Pay
Fri
1200
2000
OTL
Regular
Pay
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Date Worked
DOW
Hours
In
Out
Hours
Type
Fri
2000
2100
Overtime
PayXX
Fri
2000
2100
OTL Shift
Pay
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Date Worked
49.
50.
51.
52.
53.
54.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Chapter 1 - Page 95
Overview
Based upon the preferences you have assigned for each employee, the timecard layout may
vary. If you are entering time for projects, that timecard layout will differ from that of the payroll
timecard.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Entering Time and Labor on the Timecard
You will enter three separate timecards, one for your warehouse employee, one for your retail
employee, and one for your corporate employee. Login using the appropriate employee user to
receive the correct timecard layout.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Entering time and labor for warehouse employees using the projects/payroll timecard
layout
Responsibility = OTL, Vision Services (USA)
1. Log on to Self Service as XXWAREHOUSE/welcome user.
2. Navigate to the Time Entry page.
(N) Create Timecard
3. Select 03-OCT-2011 to 09-OCT-2011 as the period in the Period Starting field and choose
Go.
4. Select Cost Reimbursable in the Project number field.
5. Use List of Values to select 1.1.1 in the Task field.
6. Use List of Values to select Regular Pay in the Type field.
7. Enter 10 hours worked for Monday through Friday. Choose Continue.
8. You will see an error displayed due to the setup of the XXWarehouse Rule.
9. Blank the hours for Friday.
10. Choose the Continue button.
11. Review your timecard, and the choose Submit.
12. You will see a Confirmation page indicating the time and labor data entered.
13. Log out.
Entering time and labor for retail employees using the work schedule timecard layout
Responsibility = US Education OTL Self Service
14. Log on to Self Service as XXRETAIL/welcome user.
15. Navigate to the Time Entry page.
(N) Create Timecard.
16. Select a period 03-OCT-2011 to 09-OCT-2011 in the Period Starting field and choose GO.
17. Select Regular Pay in the Hours Type field.
18. Enter the time for each day of the week Monday through Friday as follows:
Monday
Tuesday
Wednesday
Thursday
Friday
09:00
09:00
12:00
12:00
06:00
18:00
21:00
21:00
23:00
23:00
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Tuesday
9.5
Wednesday
9.5
Thursday
9.5
Friday
9.5
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Entering time and labor for corporate employees using the exception timecard layout
Overview
This demonstration details the process for the Workflow Background.
Note: Instructor will run the Workflow Background Process for OTL Workflows for Employees
item type.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
In this practice, you approve the timecards of retail and warehouse employees.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Log on as XXCorporate employee and approve the timecards of XXRetail and XXWarehouse
Employees. Corporate employees are not required to have timecards approved. Their approval
type is auto approve.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Once you have entered your time and labor data on the self-service timecard, and approved all
the timecards, you will need to transfer the time and labor data from OTL to BEE (Batch
Element Entries). With the transfer process, you can define the status the entries will be in
when the transfer is complete.
After you have transferred the time and labor data to BEE, you can run the Transaction Import
from OTL to Oracle Projects. This process transfers the appropriate project data to Oracle
Projects.
You can then run the Retrieval Error Handling Report to ensure all transactions were
successfully transferred.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Transferring Time from OTL to BEE
The Transfer Time from OTL to BEE process works in 2 ways. If the Rules Evaluation
Preference is set to 'Yes' then the process transfers the timecard data from SS to PUI Timecard
window, for example, Retail and Corporate employees. If the Rules Eval Preference is set to '
No', the batches get transferred directly to BEE bypassing the PUI Timecard window, for
example Warehouse employees.
Running Transaction Import from OTL or Oracle Projects
After you have transferred the time and labor data from OTL to BEE, you will need to run the
Transaction Import process to transfer the data from Oracle Projects.
Running the Retrieval Error Handling Report
You can run the Retrieval Error Handling report to determine if any transaction did not
successfully complete the transfer.
It is important that you enter the parameters specified in the practice to process your
own data.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Start Date: Enter 03-OCT-2011 as the start date for which the report begins the
transfer.
End Date: Enter 09-OCT-2011 the end date for which the report ends the transfer.
Employee Name: Select the XXWarehouse employee name to transfer the project
timecards.
Retrieval Transaction Code: Enter 100XX in the Retrieval Transaction Code field to
identify all timecards that will be retrieved in this process run. You can use this code to
identify this run when you submit the Oracle Time Retrieval Error Handling Report.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
21.
22.
23.
24.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
This practice reinforces your ability to understand Validate and Transfer to BEE.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
You will run the OTL process for retail and corporate employees. This process will transfer their
time and labor data entered in self service to the professional timecard window.
It is important that you enter the parameters specified in the practice to process your
own data.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
6.
7.
8.
9.
Start Date: Enter 03-OCT-2011 as the start date for which the report begins the
transfer.
End Date: Enter September 09-OCT-2011 the end date for which the report ends the
transfer.
Employee Name: Select the XXCorporate employee name to transfer the project
timecards.
New Batch Reference: Enter XX_corp_otl_bee in the New Batch Reference field.
Start Date: Enter 03-OCT-2011 as the start date for which the report begins the
transfer.
End Date: Enter 09-OCT-2011 the end date for which the report ends the transfer.
Employee Name: Select the XXRetail employee name to transfer the project
timecards.
New Batch Reference: Enter XX_retail_otl_bee in the New Batch Reference field.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
25.
26.
27.
28.
Ending Batch Name = <your batch name>, for corporate employee - XX_corp_otl_bee.
Choose OK to close the Parameters window.
Choose Submit to run the process.
Repeat the process for the retail employee using the batch reference XX_retail_otl_bee.
Next, you can verify the batch in the Batch Status Review window.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
35. If the Batch Status is Unprocessed, choose the Process button, select Transfer as the
Process Mode, choose the Start button.
36. Close the Batch Header window and reopen.
37. Query your batch again.
38. Review the Batch Status. It should now display Transferred.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Employees assigned to time management structures and policies use the Work Schedule
template, and can make time entry exceptions on the timecard. These time entries are
approved and time entries are transferred and can be reviewed in the Timecard window
(Professional User Interface).
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Entering Time Data Exceptions
Once you have applied the scheduled rules, by running the Transfer from OTL to BEE process,
which allows the transfer of time and labor data to be transferred to the Professional Timecard
window, you can review the timecard in the Timecard window (Professional User Interface).
You can make changes to previously entered time and labor data, as well as add additional
entries.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Tuesday
9.5
Wednesday
9.5
Thursday
9.5
Friday
9.5
Start Date: Enter 11-APR-2011 as the start date for which the report begins the
transfer.
End Date: Enter September 17-APR-2011 the end date for which the report ends the
transfer.
Employee Name: Select the XXCorporate employee name to transfer the project
timecards.
Retrieval Transaction Code: Enter XX_corp_data_exception in the Retrieval
Transaction Code field to identify all timecards that will be retrieved in this process run.
You can use this code to identify this run when you submit the Oracle Time Retrieval
Error Handling Report.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
15. Choose Submit to run the process. Note the request ID.
16. Verify this concurrent request completed successfully: (M) View > Requests > (b) Find.
17. Close the window.
Overview
When you apply schedule rules, or make data entry exceptions, you need to validate and
transfer the timecard from the professional user interface timecard to BEE (Batch Element
Entries). You must complete the validation process before proceeding with the transfer
process.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Validating Timecards for BEE
You will run the process to validate the timecards for your XXCorporate employee, whom you
have applied scheduled rules. The validation process must run successful before transferring
the timecards to BEE.
Transferring Timecard for BEE
Once the validation process completes successfully, you can run the process to transfer the
timecard to BEE for further processing. You must also make sure the timecards have been
transferred to BEE before you can transfer these timecards to Oracle Projects.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
You can use the Batch Status Review window to view timecard batches to which you have
applied schedule rules. You can determine which timecards are in error, and view individual
timecard from the batch status review window. By selecting individual timecards, you can
correct any errors.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Viewing the Batch Status
Query and view the batch you have transferred to BEE. You can choose to select a timecard to
view the detail individually.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Retroactive time adjustments are usually needed for incorrect or missing time in a previous pay
period. Instead of corrections being made to current pa periods timecard, retro changes are
reflected on original timecards in the correct pay period. Only delta record is created for
transfer to BEE and onto Element Entries for inclusion within the next processing cycle.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Entering Retro Time Adjustments
You can make a retro time adjustment to your timecard that has been previously validated and
transferred to BEE. You can change hours worked for specifics days. You can make these
changes only on the following day. For example, if the timecard is validated and
transferred to BEE on 02-DEC-2011, then you can make retro time adjustments only on
03-DEC-2011.
Once retro adjustments are complete, you need to run the Concurrent Processes to validate
and transfer your retro adjustments to BEE. While we will not run these processes, these
processes are: Validate for BEE (retro) and Transfer to BEE (retro). There is also a Transfer to
Project Accounting (retro).
Note: When you make Retro Adjustments to the Timecard within the Professional Timecard,
these changes will NOT be reflected in the Self Service timecard.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
In this practice, you will generate a few OTL reports.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Running the Missing Timecard Report
You will run the missing timecard report and define missing as Required, and status not equal to
approved. This will allow you to determine timecards missing from a specific time period.
Running the OTLR Missing Timecard Report
This report lists missing timecards transferred to the timecard window using the Apply Schedule
Rules.
Running the Overtaken Vacation and Holiday Report
Run this report to track who is taking excess vacation. The report shows the accrual of vacation
and holiday hours, the hours taken, and the hours overtaken for the selected payroll and date.
Running the Total Hours to BEE Report
Use this report to track non-retro hours from the Timecard window through BEE to element
entries. The Total Hours to BEE summary page shows the total of all Timecard Hours, BEE
Hours, and Element Entries Hours for the selected payroll and process date. The Total Hours to
BEE detail page shows the same information broken down per batch.
Reviewing the Employee Time Folder
You can view your corporate employees time information using the Employee Time Folder.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
6.
7.
8.
Date From - date which the reports begins the search, for example, start date of the
previous month.
Date To - date which the reports ends the search, for example, end date of the
previous month.
Select Req. and status not equal to approved in the Define Missing field.
When various search criteria is entered, you may choose to sort the returned data up to
four level of detail.
Choose OK to close the Parameters window and choose Submit to run the process.
Next, review the report generated by this process.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Run the OTL: Timecard Audit Trail Report to identify and track changes in timecards after the
initial submission. This report provides information such as who modified the timecard, date of
modification and the data that was changed. Additionally, the report displays the approval
history of the timecards.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
You use time categories can be used to identify which component on a timecard belongs to
which recipient application. Time categories work in conjunction with time entry rules to control
which time and labor data on the timecard is validated by which recipient application.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary create unique records within the database when performing the Practice.
Tasks
Reviewing Time Categories for Entry Level Processing
You will review the predefined time categories for Entry Level Processing. The predefined
categories include: Projects Processing Fields, Payroll Processing Fields, and HR Processing
Fields.
Responsibility = US OTL Application Developer
1. Log on as HRMS/welcome user.
2. Navigate to the Time Categories window.
(N) Time Categories
3. Set your effective date to 01-Jan-2000.
4. Start an open query by selecting View > Query by Example > Enter, from the tool bar.
Enter Projects Processing Fields in the Name field.
5. Select View > Query by Example > Run, from the tool bar.
6. Notice the Operator is set to OR.
7. Notice the Time Category Components Region.
8. Place your cursor in the Name field.
9. Start an open query by selecting View > Query by Example > Enter, from the tool bar. Enter
Payroll Processing Fields in the Name field.
10. Select View > Query by Example > Run, from the tool bar.
11. Notice the Operator is set to OR.
12. The Payroll Processing Fields Time Category is displayed.
13. Place your cursor in the Name field.
14. Start an open query by selecting View > Query by Example > Enter, from the tool bar.
Enter HR Processing Fields in the Name field.
15. Select View > Query by Example > Run, from the tool bar.
16. Notice the Operator is set to OR.
17. The HR Processing Fields Time Category is displayed.
18. Close the window.
Copyright Oracle, 2012. All rights reserved.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Time Entry Rules use formulas to determine whether a rule is broken by the current timecard.
The predefined formula, Entry Level Processing, controls what time entry on a timecard belongs
to which recipient application.
You will review the Time Entry Rules and Entry Level Processing Rule Groups. Time Entry
Rules are grouped together via the Entry Level Processing Rule Group. You can assign a
group to a person or a group of people via preferences. To associate time and labor data on a
timecard with more than one application, you group your time entry rules to one Entry Level
Processing Rule Group.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Instructor Demo - Reviewing Time Entry Rules and Rule Groups for
Entry Level Processing
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
15. Select View > Query by Example > Run, from the tool bar.
16. Notice Payroll and Project Level Processing rules are associated to this Entry Level
Processing Rule group.
17. Place your cursor in the Name field, and start an open query by selecting View > Query by
Example > Enter, from the tool bar. Enter Projects and HR Level Processing Rules in the
Name field.
18. Select View > Query by Example > Run, from the tool bar.
19. Notice HR and Project Level Processing rules are associated with this Entry Level
Processing Rule group.
20. Close the Time Entry Rule Groups window.
Overview
You will create an employee for Entry Level Processing. You will use this employee to enter a
timecard using your entry level processing rules.
Once you create your employee for entry level processing, you will create an application set and
test your new logon.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Defining an Employee
You will define an entry level processing employee. Within this lab, you will define all necessary
information to successfully define an employee with HRMS. You will assign your XXCorporate
employee as the supervisor for the entry level processing employee.
Creating an Application User
Once you have created your entry level processing employee, you will create an application
user and assign the appropriate responsibilities. You will also test your login.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Choose Correction
Cancel on the People Group flexfield popup.
Select PCN500.PRINCIPAL CONSULTANT in the Job field.
Select 200.2.East in the Grade field.
Select Vision HR Weekly in the Payroll field.
Select M2-Boston in the Location field.
Select Active Assignment in the Status.
Select Fulltime - Regular in the Assignment Category field.
Select Statutory Information Tab.
Click in the empty field to display the GREs and other data window.
Select Vision Corporation as the government reporting entity.
In the Timecard Required field, select Yes.
Choose OK to close the GREs and other data window.
Select Supervisor Tab.
Select XXCorporate as the Supervisor.
Save your work.
Close the Assignment window.
Write down the Employee Number________________.
Switch responsibility.
Copyright Oracle, 2012. All rights reserved.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Using Alternate Names, you can configure lists of values on a timecard layout. You can rename
values displayed in a list of values, or limit the display of values for a specific field on a timecard.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Defining Alternate Names for Entry Level Processing
Using Alternate Names, you can configure lists of values on timecards. You may wish to change
the name of an element, limit the display of values in a list, or derive the value of a field from the
value in another field.
Your Entry Level Processing employee will need to have an alternate name set. Later, you will
assign the alternate name set to your entry level processing preferences, and that preference
node to your entry level processing employee.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
In Oracle Time & Labor you set Preferences to define many of the rules about how individual
workers or groups of workers can use the application. There are rule for the Time Store, and
rules about Self-Service timecard entry.
Oracle Time & Labor includes default preferences with predefined values. These cannot be
changed or deleted.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary to create unique records within the database when performing the Practice.
Tasks
Defining Preferences for Entry Level Processing
You will define a new preference hierarchy and assign your Entry Level Processing Rules
necessary to complete the set up for Entry Level Processing. You assign the preferences using
the Eligibility Criteria tab, and view people preferences.
Defining Eligibility Criteria
You will assign the newly created preferences to your employees using the eligibility criteria tab.
Viewing People Preferences
Once you have defined your new preferences, and linked these preferences to your employees,
you can view the preferences using the People tab.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Preference
Preference Values
XXELP Self-Service
Flow
XXELP Append
Template
XXELP Approval
Periods
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Preference
Preference Values
XXELP Timecard
Layout
XXELP Alternate
Names
XXELP Timecard
Period
16. Once you have completed your entry, save your work.
Defining Eligibility Criteria for ELP
17. Choose the Eligibility Criteria tab.
18. Enter a corresponding name XXELP in the Name of Rule field.
19. Select the node, XXELP Preferences, you just created in the previous step in the Name of
Branch field.
20. Select Person for the Link by criteria.
21. Select your XXELP employee in the Linked to field.
22. In the Precedence field, enter the available number as given by your instructor. This
determines which hierarchy the applications uses when a person is eligible for more than
one set of Preferences.
XXX will be assigned to you by the instructor. Write down the Precedence number in the
space provided.
Copyright Oracle, 2012. All rights reserved.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Name in Tree
ELP
01
114
Team
XXELP
02
124
03
134
04
144
05
154
06
164
07
174
08
184
09
194
10
204
11
214
12
224
13
234
14
244
15
254
16
264
17
274
18
284
23. Enter 01-Jan-2009 for the Start Date for this Eligibility Criteria Rule.
24. Save your work.
Viewing People Preferences
25. Choose the People Tab.
26. Expand the Employees Tree by clicking the + icon.
27. Use the Find icon to select your employees to view.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Team
Overview
Entry Level Processing allows you to capture data for multiple applications on one timecard.
You use rules to specify which data is optional and which data is required by each recipient
application.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary to create unique records within the database when performing the Practice.
Tasks
Entering a Timecard for Entry Level Processing
You will enter a self-service timecard for entry level processing. You will omit entry of
expenditure type in order to view your defined entry level processing rules. You will then correct
the entry omission and submit your timecard.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Entry Level Processing enables you to capture data for multiple applications on one timecard.
You use rules to specify which data is optional and which data is required by each recipient
application. Using the Mandatory Timecard Fields (Seeded Formula), you can determine what
entry fields on the timecard are required.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary to create unique records within the database when performing the Practice.
Tasks
Defining Time Entry Rules using Mandatory Timecard Fields Formula
You will define a time entry rule using the predefined formula, Mandatory Timecard Fields, to
determine what time entry fields on the timecard are required. For this practice, you will define
projects as the mandatory entry.
Defining Time Entry Rule Group for Mandatory Timecard Fields Formula
Once you complete the definition of the time entry rule for mandatory timecard fields, you will
define a time entry rule group and assign this rule to the group.
Assigning Time Entry Rule Group to a Preference and Link to a worker
You have defined your time entry rule and rule group, and now you must assign this rule group
a person or group of people via preferences.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Defining Time Entry Rules using Mandatory Timecard Fields (Seeded Formula)
Responsibility = US OTL Application Developer
1. Log on as HRMS/welcome user.
2. Navigate to the Time Entry Rules window.
(N) Time Entry Rules > Define Time Entry Rules
3. Navigate to the Alter Effective Date icon, and set your effective date to 01-Jan-2009.
4. In the Name field, enter XXELP Extend Validation.
5. Enter a description in the Description field to identify your rule.
6. Select Submission/Resubmission/Delete in the Usage field.
7. Select Mandatory timecard fields (Seeded Formula) in the Formula field.
8. Select Projects Processing Fields in the Time Category field of the OTL Formulas popup
window, and select OK.
9. Enter 01-JAN-2009 in the From Date field.
10. Save your work and close the window.
Defining Time Entry Rule Groups Using Previously Defined Time Entry Rules
11. Navigate to the Time Entry Rule Groups window.
(N) Time Entry Rules > Define Time Entry Rule Groups
12. Enter XXELP Extend Validation Rule Group in the Name field.
13. Select XXELP Extend Validation in the Name field of the Time Entry Rules region.
Note: The remaining data fields populate automatically.
14. Select Error in the Outcome field.
15. Save your work and close the window.
Assigning Time Entry Rule Group via Preferences
16. Navigate to the Preferences window.
(N) Preferences
17. Click the + sign to open the Preference Tree Node.
18. Click the + sign to open the XXELP Preferences node you created.
19. Highlight the XXELP Preferences and right mouse click and select New.
20. Enter XXELP Extend Validation in the Name in the Tree field.
21. Save your work.
22. Highlight the node created, and select Time Store Time Entry Rules as the preference.
23. Select XXELP Extend Validation Rule Group in the Time Entry Rule field on the OTL
Preference popup.
24. Choose OK.
25. Select the Editable by User check box.
26. Save your work and close the window.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Using predefined formulas and defining Time Entry Rules, and Time Entry Rule Groups, you
can further extend the validation for timecard entry. Using the Mandatory Timecard Fields
(Seeded Formula), you will extend the Entry Level Processing validation during timecard entry.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is necessary
to create unique records within the database when performing the Practice.
Tasks
Entering a Timecard for Extended Validation for Mandatory Timecard Fields
You have defined a time entry rule for extended validation to ensure project data is entered on a
timecard. You will enter a timecard with Hours and Hours Type, and not enter any project
information. You will receive an error indicating project data is required. You will then correct
the error by entering Project Information and submit a timecard.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Entry Level Processing allows you to capture data for multiple applications on one timecard.
You use rules to specify which data is optional and which data is required by each recipient
application. Using the Invalid Timecard Field Combination (Seeded Formula), you can
determine what entry fields cannot be entered together on the same timecard line item.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary to create unique records within the database when performing the Practice.
Tasks
Defining Time Entry Rules using Invalid Timecard Field Combination Formula
You will define a time entry rule using the seeded formula, Invalid Timecard Field Combination,
to determine what time entry fields on the timecard cannot be entered on the same line item. In
this practice, you will define the time entry rule to state payroll and project information cannot be
entered on the same line on the timecard.
Defining Time Entry Rule Group for Invalid Timecard Field Combination Formula
Once you complete the definition of the time entry rule for invalid timecard field combination,
you will define a time entry rule group and assign this rule to the group.
Assigning Time Entry Rule Group to a Preference and Link to a worker
You have defined your time entry rule and rule group, and now you must assign this rule group
a person or group of people via preferences.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Defining Time Entry Rules using Invalid Timecard Field Combo (Seeded Formula)
Responsibility = US OTL Application Developer
1. Log on as HRMS/welcome user.
2. Navigate to the Time Entry Rules window.
(N) Time Entry Rules > Define Time Entry Rules
3. Navigate to the Date Track icon on the tool bar and enter 01-Jan-2009.
4. Enter XXELP Extend Valid Combo in the Name field.
5. Enter a description in the Description field to further identify your rule.
6. Select Submission / Resubmission / Delete in the Usage field.
7. Select Invalid timecard field combinations (Seeded Formula) in the Formula field.
8. Select Projects Processing Fields in the Time Category field of the OTL Formulas popup
window for the first Time Category.
9. Select Payroll Processing Fields in the Time Category field for the OTL Formulas popup
window for the second Time Category, and select OK.
10. Save your work.
11. Close the window.
Defining Time Entry Rule Groups using previously defined Time Entry Rules
12. Navigate to the Time Entry Rule Groups window.
(N) Time Entry Rules > Define Time Entry Rule Groups
13. Set your effective date to 01-Jan-2009.
14. Enter XXELP Extend Valid Combo in the Name field.
15. Select XXELP Extend Valid Combo in the Name field of the Time Entry Rules region.
16. The remaining fields will populate.
17. Select Error in the Outcome field.
18. Save your work.
19. Close the window.
Defining Preferences for the Time Entry Rule Group
20. Navigate to the Preferences window.
(N) Preferences
21. Click the + sign to open the Preference Tree Node.
22. Click the + sign to open the XXELP Preference node you created previously.
23. Highlight the XXELP Extend Validation rule and choose the delete icon from the toolbar.
24. Choose Yes on the Decision popup.
25. Save your work.
26. Close the XXELP Preferences node, and reopen to verify the delete.
27. Highlight the XXELP Preferences node, and right mouse click, and select New.
28. Enter XXELP Invalid Combo in the Name in Tree field.
29. Save your work.
Copyright Oracle, 2012. All rights reserved.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
30.
31.
32.
33.
34.
35.
Overview
Using seeded formulas and defining Time Entry Rules, and Time Entry Rule Groups, you can
further extend the validation for timecard entry. Using the Invalid Timecard Field Combination
(Seeded Formula), you will extend the Entry Level Processing validation during timecard entry.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary create unique records within the database when performing the Practice.
Tasks
Entering a Timecard for Extended Validation for Invalid Timecard Field Combination
You have defined a time entry rule for extended validation to ensure payroll and project data is
not entered on the same line on the timecard. You will enter a timecard with project data
(number, task, and expenditure type) and enter an hours type on for one day of the week. You
will receive an error, indicating project and payroll data cannot be entered together. You will
correct the error by removing the project data (number, task, and expenditure type), and submit
the timecard.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
You can define reason codes for change and late entries using the Reason Code Lookups.
Reason codes are used when making changes to timecards, or late entries. Each reason code
has a definition that will be displayed on the Change and Late Audit timecard entry.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary to create unique records within the database when performing the Practice.
Tasks
Defining Reason Codes for Change and Late Audit
You will define a Change Reason of Managers Request with a code equal to MGR. Define a
Late Reason of Sick Leave with a code equal to SL.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Time categories can be used within time entry rules to determine what fields to audit for change
and late entries. You can define time categories to audit specific line items on the timecard.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary to create unique records within the database when performing the Practice.
Tasks
Defining Time Categories for Change and Late Audit
1. You will define time categories to audit line items on a timecard and use this time category
in the creation of time entry rules for change and late audit.
2. Using the operator of OR, you will ensure if changes, or late entries are made you will be
initiating the change and late audit rules.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Time entry rules use formulas to control what is defined as Late and what fields you wish to
monitor when a change is made. Once you define your time entry rules, you can group your
rules together using Time Entry Rule Groups. Time Entry Rule Groups are assigned to a
person or group of people using preferences.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary to create unique records within the database when performing the Practice.
Tasks
Defining Time Entry Rules for Change and Late Audit
1. You will define a change rule using the time category you defined in a previous lab. You
will also create a late time entry rule also using the late time category you defined
previously. Both time entry rules will use Audit as the usage, to activate the change and
late audit rule when the worker selects the next button from the timecard page.
Defining Time Entry Rule Groups for Change and Late Audit
2. Once you have defined your time entry rules for change and late audit, you will need to
group your rules using the Time Entry Rule Groups window. You will make the Outcome
equal to Reason to indicate Change and Late Audit.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Practice - Defining Time Entry Rules for Change and Late Audit
Outcome
XXChange Rule
Reason
XXLate Rule
Reason
The Reason outcome enables the worker to enter a reason when the audit rule is
activated.
24. Save your work.
25. Close the window.
Copyright Oracle, 2012. All rights reserved.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Solution - Defining Time Entry Rules for Change and Late Audit
Overview
You will create three separate employees to use throughout your remaining labs. You will
assign preferences to these employees, and enter time and labor data for each employee.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Defining a CLA Employee
You will define a CLA employee.
Creating Application User
Using your System Administrator responsibility, create application user for CLA employee.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Preferences define many rules about how individuals or groups of workers use the application.
Preferences hold rules for the time store and about self-service timecard. While Oracle Time &
Labor deliver predefined preferences, you cannot change these rules. However, you can create
as many new hierarchies as needed for your business requirements.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary to create unique records within the database when performing the Practice.
Tasks
Defining Preferences for Change and Late Audit
1. You will create a new preference hierarchy for your Time Entry Rule Groups, and other
required preferences in order to successfully enter a timecard using Change and Late Audit
rules. If you have previously defined preferences for your warehouse employee, you will
only need to add the CLA preferences for this practice.
Defining Eligibility Criteria
2. Once you have completed this task you will link your new preferences to an employee using
eligibility criteria. If you have previously defined preferences for your warehouse employee,
you will not need to define eligibility criteria.
Viewing People Preferences
3. You can view workers preferences using the People tab within the preference window.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Preference
Preference Values
XXCLA Approval
Style
XXCLA Delete
Allowed
XXCLA Retrieval
Group
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Preference
Preference Values
XXCLA Timecard
Alternate Name
XXCLA Timecard
Layout
XXCLA Timecard
Period
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Name in Tree
Team
01
CLA
113
Team
XXCLA
02
123
03
133
04
143
05
153
06
163
07
173
08
183
09
193
10
203
11
213
12
223
13
233
14
243
15
253
16
263
17
273
18
283
30. Enter 01-Jan-2009 for the From Date for this Eligibility Criteria Rule.
31. Save your work.
Viewing People Preferences
32. Choose the People Tab.
33. Expand the Employee Tree by clicking the + icon.
34. Select XXCLA to view.
35. Close the window.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
The Precedence field determines which hierarchy the applications uses when a person is
eligible for more than one set of Preferences.
XXX will be assigned to you by the instructor.
Overview
Change and Late Audit enables you to track all changes to new timecards, as well as previously
saved and submitted timecards.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary to create unique records within the database when performing the Practice.
Tasks
Entering a Timecard for Late Audit
1. You will enter a timecard to activate your late rules. You will enter a reason code of Sick
Leave, and enter any additional comments you desire.
Entering a Timecard for Change Audit
2. You will enter a timecard to activate your change rules. You will enter a reason code of
Managers Request, and enter any additional comments you desire.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Practice - Entering a Timecard for Change and Late Audit Using SelfService
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Solution - Entering a Timecard for Change and Late Audit Using SelfService
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Timekeeper
Overview
Assignment Sets allow you to create a subset of employees assigned to a payroll. Using
Timekeeper, you can define an Assignment Set to group a subset of employees, and use this
subset as a Timekeeper Reporting Group.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
Tasks
Defining an Assignment Set for Timekeeper
As a timekeeper, XXCorporate employee will enter timecard using the Timekeeper Entry
window for a group of employees.
You will create an Assignment Set to use during the creation of your Timekeeper reporting
group.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Full Name
Current
Include
XXCorporate
Yes
Include
XXRetail
Yes
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Timekeepers enter time for a large group of workers, called Timekeeper Groups. You create
Timekeeper Groups containing employees for whom the Timekeeper is responsible. A
Timekeeper can have multiple groups.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary to create unique records within the database when performing the Practice.
Tasks
Defining Timekeeper Reporting Group
You will create a Timekeeper Reporting Group using the assignment set.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
The Find window enables you to search for either a previously defined Timekeeper Group, or an
individual person. You enter time for the listed workers in the Timekeeper Entry page. You
check for error messages for the submitted timecard(s) and enter comments to each day of the
timecard(s) you select in the Timekeeper Entry window.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary to create unique records within the database when performing the Practice.
Tasks
Using the Find Option in Timekeeper
You will use the Find Option to search for your reporting group previously defined.
Entering a Timecard as a Timekeeper
Now that you have completed your search using the Find Option, you can enter time for your
workers in your reporting group.
Using Messages in Timekeeper
The Message window displays any errors or warnings attached to a timecard, after you save or
submit a timecard.
Using Details in Timekeeper
The Detail page allows you to add comments to any day on the timecard(s) you select in the
Timekeeper Entry window.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
In this practice, you will transfer timekeeper entries from OTL to BEE.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary create unique records within the database when performing the Practice.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Student Tasks
Approving the Timecard of the Retail Employee
Responsibility = Workflow User Web (New)
9. Log on as XXCORPORATE/welcome user.
10. Navigate to the Worklist page:
(N) Notifications
11. Click the subject of the retail employees timecard notification.
12. Approve the timecard.
13. Click Home.
Transferring Time from OTL to BEE
Responsibility = US OTL Application Developer
The Transfer Time from OTL to BEE process works in 2 ways. If the Rules Evaluation
Preference is set to 'Yes' then the process transfers the timecard data from SS to PUI Timecard
window, for example, Retail and Corporate employees. If the Rules Eval Preference is set to
'No', the batches get transferred directly to BEE bypassing the PUI Timecard window, for
example, Warehouse employees.
Note: It is important that you enter the parameters specified in the practice to process
your own data.
14. Navigate to the Submit Request window.
Process and Reports > Submit Requests
15. Select Single Request and choose OK.
16. Select Transfer Time from OTL to BEE in the Name field.
17. Click the Parameters field to open the Parameters window, enter the following:
Copyright Oracle, 2012. All rights reserved.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Employee Name: Select the XXCorporate employee name to transfer the timecards.
18.
19.
20.
21.
22.
23.
Viewing Timecards
24. Navigate to the Timecard window.
(N) OTL Time Accounting > Time Accounting > Entry/Validation/Approval
25. Date track to todays date.
26. Perform Query Enter (Press F11).
27. Enter 26-JUN-2011 as the Period End date.
28. Enter the XXCorporate employee number for the timecard you wish to view.
29. Perform Query Run (press Ctrl+F11).
30. Write down the Batch Number ____________.
Note: Notice that the timecard source field will reflect Time Store. Batch status should
reflect Hold or Error if errors exist.
31. Close the window.
Validating Timecards for BEE
Note: It is important that you enter the parameters specified in the practice to process
your own data.
32. Navigate to the Submit Request window.
(N) Process and Reports > Submit Requests
33. Select Single Request and choose OK.
34. Select Validate for BEE in the Name field.
35. In the Parameters window, select your batch number Timekeeper_XX in the Starting Batch
Number field.
36. Select your batch number Timekeeper_XX in the Ending Batch Number field.
37. Write down the number of your batch.
Copyright Oracle, 2012. All rights reserved.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Start Date: Enter 20-JUN-2011 as the start date for which the report begins the
transfer.
End Date: Enter 26-JUN-2011 the end date for which the report ends the transfer.
44.
45.
46.
47.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
38. Choose OK to close the Parameters window and choose Submit to run the process.
39. It is important to verify this concurrent request completed successfully: (M) View >
Requests > (b) Find.
Overview
This demonstration details the process for using Mass Edits in the Timekeeper.
Note: If you transfer timecards to BEE, you can edit timecards using the Mass Edits functionality
only on the following day after Transfer Timecards to BEE process is run. Also, a timecard that
is transferred to BEE once can never be deleted, nor can any of the details in it be deleted.
For this demonstration, you will enter time and then perform mass edits.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
18. In the Mass Edit region, enter the information you want to add in the Add line (for example,
enter 8 hours for Wednesday), and choose Apply.
19. Save your work, and choose Mass Edit Type.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Line Managers can create, edit, and submit timecard for an employee, based upon the
employees assigned preferences. This allows managers to record timecards for absent
employees or workers who may not be available to enter their time before the retrieval cut off
date.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary to create unique records within the database when performing the Practice.
Tasks
Entering a Timecard as a Self-Service Line Manager
You can create a timecard for employees who are absent, or unavailable to enter their own
timecard. You use the Manager Self-Service responsibility to select an employee from the
hierarchy and enter a timecard.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
As a supervisor, you can query the status of the timecards online for a timecard period, location,
and organization based on supervisor hierarchy. You can monitor your employees' timecards
with different status in a chart displaying the distribution of data from the dashboard.
Additionally, you can approve timecards that are pending approval, drill down to the employee
timecard list, and also generate the timecard details in a report format.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Overview
Archiving timecards involves identifying timecards you no longer need to access and moving
them to archive tables in OTL. Restoring timecards involves identifying timecards you want to
reinstate and restoring them to live tables in OTL. You need to restore archived data only if you
have archived a data set in error or you need to bring the data back for audit or legal reasons.
Note:
You must complete setting up Timecard Archiving before you can archive and restore
timecards.
Use the OTL Advanced Process Administrator responsibility to archive and restore
timecards.
This demonstration uses the Vision database, where the archiving and restoring
timecards functionality is setup.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Replace XX in the Practice with a unique identifier such as your initials or a number (for
Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.
4.
5.
6.
If the Define Data Set process returns errors, or you decide not to proceed, then run
the Undo Define Set process to ungroup the data set, and fix the errors.
If the Define Data Set process runs with no errors, then run the Validate Data Set
process to check the status of all timecards in the defined data set.
Copyright Oracle, 2012. All rights reserved.
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED